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Frequently asked questions
General information only—not legal advice. For guidance tailored to your situation, schedule a consultation.
Do I need a trust if I already have a will?
It depends on your goals, assets, and how you want transfers handled. Many Californians use a revocable living trust for privacy and probate avoidance, but it’s not one-size-fits-all.
Does my spouse automatically have authority to make medical or financial decisions for me?
Not necessarily. Many decisions require written authority. An advance health care directive and durable power of attorney help avoid uncertainty and delay.
What is an advance health care directive (AHCD)?
In California, an AHCD lets you name a health care agent and document treatment preferences if you can’t speak for yourself.
What is a durable power of attorney (financial)?
It authorizes someone you choose to handle financial and legal tasks if you’re unable to do so, helping avoid court involvement.
What is trust funding?
Generally, a trust must have assets properly titled to it (and beneficiary designations coordinated) to function as intended.
When should I update my estate plan?
After major life changes—marriage, divorce, a new child, a move, a significant purchase, or changes in relationships or wishes.